BFC Planning, Inc.’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

BFC Planning, Inc.’s Portfolio TDIV Stock Details TDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$606K	Buy	5,279 +2,046	+63%	+$227K	0.02%	540
2026 Q1	$303K	Buy	3,233 +158	+5%	+$15.4K	0.01%	734
2025 Q4	$298K	Buy	3,075 +311	+11%	+$30.6K	0.01%	721
2025 Q3	$273K	Buy	2,764 +350	+14%	+$32.7K	0.02%	558
2025 Q2	$218K	Buy	2,414 +360	+18%	+$28.2K	0.02%	610
2025 Q1	$151K	Buy	2,054 +111	+6%	+$8.79K	0.01%	717
2024 Q4	$152K	Buy	+1,943	New	+$156K	0.01%	712

Other funds holding TDIV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFC Planning, Inc.'s TDIV Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 63% in Q2 2026, buying an estimated $227K and bringing the position to 5,279 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #540.

BFC Planning, Inc. first reported a position in TDIV in Q4 2024 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

BFC Planning, Inc. held 5,279 shares of First Trust NASDAQ Technology Dividend Index Fund worth $606K as of Q2 2026.
BFC Planning, Inc. bought 2,046 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $227K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #540 holding.
BFC Planning, Inc. first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2024 and has held it in 7 quarters since.
446 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.